+725.0%
VTV vs NDAQ
+4,038.5%
-3,313.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.6% | +0.3% |
| 7D | +0.5% | -2.4% | +3.0% | +1.3% |
| 30D | +1.1% | +2.5% | -1.4% | +0.3% |
| 3M | +5.9% | +9.9% | -4.0% | +2.3% |
| 6M | +11.6% | +9.4% | +2.2% | +7.7% |
| YTD | +19.8% | +0.4% | +19.4% | +18.3% |
| 1Y | +26.2% | +4.0% | +22.2% | +23.0% |
| 3Y | +68.5% | +94.4% | -25.9% | +33.5% |
| 5Y | +79.9% | +56.7% | +23.2% | +50.6% |
| 10Y | +229.7% | +375.3% | -145.6% | +94.9% |
| All | +725.0% | +4,038.5% | -3,313.4% | +226.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NDAQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling